Planned Giving
Planned giving includes both outright and deferred gifts, both of which have tax advantages authorized by the Internal Revenue Service. Outright gifts include gifts of cash, securities or property. Deferred gifts involve the transfer of an asset to a charitable organization, allowing an individual to retain either income or the interest. Current tax laws permit several planning alternatives for deferred gifts allowing the donor to receive a charitable income, gift, or estate tax deduction.
If you are considering a planned gift, please consult with a financial advisor to look at Ways to Give and What to Give in your lifetime that may be advantageous not only to you and your family, but also to Phi Theta Kappa. A Letter of Intent is a first step in providing information about your goals. This letter expresses a plan for financial support of Phi Theta Kappa. There are many Giving Opportunities that support Phi Theta Kappa and allow you to play an integral role in shaping a bright future for deserving students.
The information on these pages is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.
The Athena Society
The Athena Society consists of individuals who have made a planned gift to Phi Theta Kappa. Planned gifts include bequests, trusts, life insurance, and other deferred giving options that allow individuals to contribute to Phi Theta Kappa while making plans beneficial to their personal financial circumstances. The individuals listed below represent many, but not all of those who have chosen to contribute to the future of Phi Theta Kappa in this manner.
- Anonymous
- Phyllis and Harvey Cooke
- June Cordier
- Laura Dupree
- Shirley B. Gordon
- Margaret and Jack Guistwhite
- Kathy Hayes
- Leanne Jardine
- Nancy L. Rieves
- Rod A. Risley
- Jeannette and James Sasmor
- Billy Wilson
Giving To Phi Theta Kappa
Contribute to Our Endowment
Contribute today to these Giving Opportunities by completing a Letter of Intent, especially for contributing to the endowment, or a Donor Card. Both are PDFs.
